
APPLIED CAPITAL LLC/FL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AXP | 9K | $3.05M |
![]() | MMM | 9K | $1.41M |
![]() | RTX | 9K | $1.49M |
![]() | UPS | 9K | $714.35K |
![]() | ITW | 8K | $2.12M |
![]() | BA | 8K | $1.75M |
![]() | META | 8K | $5.52M |
![]() | WSO | 7K | $2.83M |
![]() | AGM | 7K | $1.11M |
![]() | CMI | 7K | $2.75M |
![]() | PPG | 6K | $663.35K |
![]() | PH | 6K | $4.62M |
![]() | CME | 6K | $1.63M |
![]() | MA | 6K | $3.43M |
![]() | MCO | 6K | $2.77M |
![]() | BNS | 6K | $363.07K |
![]() | MDT | 6K | $528.11K |
![]() | UNH | 5K | $1.86M |
![]() | BAC | 5K | $261.54K |
![]() | ADP | 5K | $1.43M |

American Express Company
AXP
Shares Held
9K
Value
$3.05M

3M Company
MMM
Shares Held
9K
Value
$1.41M

RTX Corporation
RTX
Shares Held
9K
Value
$1.49M

United Parcel Service, Inc.
UPS
Shares Held
9K
Value
$714.35K

Illinois Tool Works Inc.
ITW
Shares Held
8K
Value
$2.12M

The Boeing Company
BA
Shares Held
8K
Value
$1.75M

Meta Platforms, Inc.
META
Shares Held
8K
Value
$5.52M

Watsco, Inc.
WSO
Shares Held
7K
Value
$2.83M

Federal Agricultural Mortgage Corporation
AGM
Shares Held
7K
Value
$1.11M

Cummins Inc.
CMI
Shares Held
7K
Value
$2.75M

PPG Industries, Inc.
PPG
Shares Held
6K
Value
$663.35K

Parker-Hannifin Corporation
PH
Shares Held
6K
Value
$4.62M

CME Group Inc.
CME
Shares Held
6K
Value
$1.63M

Mastercard Incorporated
MA
Shares Held
6K
Value
$3.43M

Moody's Corporation
MCO
Shares Held
6K
Value
$2.77M

The Bank of Nova Scotia
BNS
Shares Held
6K
Value
$363.07K

Medtronic plc
MDT
Shares Held
6K
Value
$528.11K

UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.86M

Bank of America Corporation
BAC
Shares Held
5K
Value
$261.54K

Automatic Data Processing, Inc.
ADP
Shares Held
5K
Value
$1.43M
